The first tools tax professionals should use.
Start with one focused 26T1 tool. Add the next when your team needs it. Connect them to your CRM and automate the workflow when the time is right.
Case workspace
Completion
Professional tools for the real work inside a tax firm.
Some are already active capabilities. Others are the next workflows we are building around the same tax-servicing infrastructure.
Tax Investigation: authorization, transcripts, and compliance findings in one workflow
26T1 Tax Investigation turns authorization, IRS transcript collection, structured analysis, and compliance findings into one repeatable investigation workflow for tax professionals.
IRS Authorizations
Create cleaner authorization experiences for clients and staff with structured data capture, secure verification, signature flows, submission support, and status handling.
Transcript Hub: collect, organize, and reuse IRS transcript data
Collect, organize, and reuse IRS transcript data across investigations, compliance, servicing, monitoring, and future tax-preparation workflows.
Compliance Analyzer: filing status, balances, and affected years from transcripts
Turn IRS transcript data into a clear view of filing status, balances, affected years, and issues that require action from the tax team.
Tax Organizer
Collect the information a preparer needs in a structured, collaborative flow instead of relying on static PDFs, incomplete email threads, and repeated follow-ups.
Document Collection & Classification
Give clients a structured document-request flow, track what is missing, classify uploaded files, and notify the team when the case is ready for the next step.
Client Portal for Tax Firms
A firm-branded client portal for verification, authorizations, questionnaires, documents, financial worksheets, requests, and case actions — connected to the tax team behind it.
Income & Expense Worksheet
A collaborative digital income, expense, asset, and liability worksheet for tax resolution teams and clients — designed to reduce missing fields, version confusion, and manual re-entry.
Common questions from tax professionals.
How do tax firms collect and organize IRS transcripts for a client?
26T1 Transcript Hub collects, organizes, and reuses IRS transcript data across investigations, compliance, servicing, monitoring, and future tax-preparation workflows. Transcript collection also runs inside 26T1 Tax Investigation, which turns authorization, IRS transcript collection, structured analysis, and compliance findings into one repeatable investigation workflow for tax professionals. The Transcript Hub core capability is available now.
Does 26T1 support Form 8821 and Form 2848?
26T1 IRS Authorizations supports Form 8821 now, and Form 2848 is expanding. The tool creates cleaner authorization experiences for clients and staff with structured data capture, secure verification, signature flows, submission support, and status handling. Authorization is also part of the 26T1 Tax Investigation workflow, which combines authorization, IRS transcript collection, structured analysis, and compliance findings into one repeatable investigation workflow.
What does a tax resolution investigation workflow include?
26T1 Tax Investigation turns authorization, IRS transcript collection, structured analysis, and compliance findings into one repeatable investigation workflow for tax professionals. Inside that workflow, the 26T1 Compliance Analyzer turns IRS transcript data into a clear view of filing status, balances, affected years, and issues that require action from the tax team. Tax Investigation is available now.
How do I check a client's filing status and IRS balances from transcripts?
26T1 Compliance Analyzer turns IRS transcript data into a clear view of filing status, balances, affected years, and issues that require action from the tax team. The Compliance Analyzer is available inside 26T1 Tax Investigation, which handles authorization, IRS transcript collection, structured analysis, and compliance findings in one repeatable workflow. The transcript data itself is collected and organized in 26T1 Transcript Hub.
How do I collect documents from tax clients without chasing email threads?
26T1 Document Collection & Classification gives clients a structured document-request flow, tracks what is missing, classifies uploaded files, and notifies the team when the case is ready for the next step. The 26T1 Tax Organizer collects the information a preparer needs in a structured, collaborative flow instead of relying on static PDFs, incomplete email threads, and repeated follow-ups. Both tools are coming next.
Use one tool. Connect several. Automate the whole workflow.
Tell us where your firm is losing the most time today and we can start with the tool that removes that burden first.